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You can use the listed APIs on this page to view product information and to manage various activities (Partner, Schema, and Mapping) from an external application. The API provides the way to fetch product information, Create, Update, and Delete activities without accessing the user interface.

Following are the list of API you can use for performing various actions:

APIs for Viewing Product Information

...

/rest/fetchproperties/aboutinformation

...

titleConnect Server Information
collapsetrue

...

You can use the listed APIs on this page to view product information and to manage various activities (User, Partner, Transactions, Schema, and Mapping) from an external application. The API provides the way to fetch product information, Create, Update, and Delete activities without accessing the user interface.

Use any REST client with the following header information to process your request.

Key

Header Information (value)

Content Typeapplication/json
ACCESS_TOKENTo get the Access Token, refer below table for more details.

API to Get Access Token 


OperationMethodAPI EndpointExample PayloadExample Response
Get Access TokenPOST

/rest/login/user

{

"username":"{User Name}",

"password":"{Password}"

}


Code Block
titleFetch Token
collapsetrue
{
"tokenExpiresDays": 30,
"ACCESS_TOKEN": "{access token}"
}



APIs for Managing Users

OperationMethodAPI EndpointExample PayloadExample and Notes
Create UserPOST/rest/invitation?resourceIdentifier=users

For Single Partner and Single Role:

{
"Invitation":{
"companyID":1,
"contactEmail":"",
"invitationType":300,
"mailRecipient":"james.paul@abc.com", "message":"Adeptia has invited you to use Adeptia Connect",

"roleInfo":"[{\"partner\":1,\"roles\":[2],\"defaultRole\":2}]",
"senderEmail":"adminuser@adeptia.com",
"subject":400
}
}

For Multiple Partner and Multiple Role:

{
"Invitation":{
"companyID":1,
"contactEmail":"",
"invitationType":300,
"mailRecipient":"james.paul@abc.com",
"message":"Adeptia has invited you to use Adeptia Connect",
"roleInfo":"[{\"partner\":11524225847691,\"roles\":[11568264901750,11568264901759],\"defaultRole\":11568264901750},{\"partner\":11524225847699,\"roles\":[11568264920467,11568264920469],\"defaultRole\":11568264920467}]",
"senderEmail":"adminuser@adeptia.com",
"subject":400
}
}

Note: In case of multiple partner and multiple role, you need to modify the roleInfo field with the respective activity IDs.

Example Response:

Code Block
titleCreate User
collapsetrue
{ "invitationId":"11567494226899", "303":[ ] }

This endpoint creates an invitation and return invitation id in response which you will use while creating the user.


POST/rest/users/createuser

{
"IndigoUser":{
"firstName":"James",
"lastName":"Paul",
"invitationId":11567494226899,
"password":"P@ssw0rd",
"roleId":null
}
}

Example Response:

Code Block
titleCreate User
collapsetrue
{
 "IndigoUser":{
 "firstName":"James",
 "lastName":"Paul",
 "email":"james.paul@abc.com",
 "company":"Adeptia",
 "id":"11567413236623",
 "userPartnerRole":[
 {
 "partner":{
 "id":1
 },
 "role":{
 "id":2
 },
 "user":{
 "id":"11567413236623"
 },
 "defaultRole":true
 }
 ]
 }
}


Note:

Use the invitation Id from the above Create User response.

Update UserPUT/rest/users/{userId}

{
"IndigoUser":{
"firstName":"James",
"lastName":"Paul",
"email":"james.paul@abc.com",

"company":"Adeptia",
"id":"11567413236623",
"userPartnerRole":[
{
"partner":{
"id":1
},
"role":{
"id":2
},
"user":{
"id":"11567413236623"
},
"defaultRole":true
}
]
}
}

Example Response:

Code Block
titleUpdate User
collapsetrue
{
 "IndigoUser":{
 "firstName":"Test",
 "lastName":"User",
 "email":"james.paul@abc.com",
 "company":"Adeptia",
 "id":"11567413236623",
 "userPartnerRole":[
 {
 "partner":{
 "id":1
 },
 "role":{
 "id":2
 },
 "user":{
 "id":"11567413236623"
 },
 "defaultRole":true
 }
 ]
 }
}


Get UserGET/rest/user/{userId}

Get All Users (Connect Portal)GET/rest/users?limit={maximum number of users}

Using this API, you will get only Connect Portal users.

By default the value of limit is 1. Moreover, the limit stands for maximum number of users can be fetched from the database.
Activate UserPUT/rest/users/activate/{userId}EMPTY
Deactivate UserPUT/rest/users/deactivate/{userId}EMPTY
Delete UserPUT/rest/users/updateowner?oldUserId={userId}&deleteUser=trueEMPTYBy default this endpoint will delete the user who has no dependency else an exception message to move objects will be generated.

APIs for Managing Partners

 

OperationMethodAPI EndpointExample Payload
Create PartnerPOST/rest/company


Code Block
titleCreate Partner
collapsetrue
{ "Company": { "name": "Wallgreens", "partnerNetworks": [{ "id": 1 } "primaryContact": "admin@wallgreens.com", "phoneNumber": "2025550101", "address": "", "country": "", "status": 200, "enableSelfOnboard": false, "spokeCompany": false } }

 

 

Update PartnerPUT/rest/company/{partnerId}


Code Block
titleUpdate Partner
collapsetrue
{ "Company": { "name": "Walmart Corporate" } }


Delete PartnerPUTrest/company/deletepartner/{partnerId}EMPTY
Update Partner ParametersPUT/rest/company/{partnerId}


Code Block
titleUpdate Partner Parameters
collapsetrue
{ "Company": { "partnerParameter": [{ "id": "-0", "paramId": { "id": "11518430417328" }, "value": "Purchase Order" }, { "id": "-1", "paramId": { "id": "11518430417329" }, "value": "c" }] }


Grant all Templates Access to PartnerPOSTrest/templatepartnerlinkage?resourceIdentifier=company


Code Block
titleGrant Access to Partner
collapsetrue
{ "TemplatePartnerLinkage": { "partner": { "id": 11535091945351 } } }


Revoke all Templates Access to PartnerDELETErest/templatepartnerlinkage/partnerId?resourceIdentifier=company

EMPTY

Grant a Template Access to PartnerPOST/rest/templatepartnerlinkage?isTemplate=true&resourceIdentifier=transactiontemplate


Code Block
titleGrant Access to Particular Template
collapsetrue
{ "TemplatePartnerLinkage": { "partner": { "id": 11535091945351 }, "transactionTemplate": { "id": 11535091945352 } } }


Revoke Template Access from PartnerDELETErest/templatepartnerlinkage/ {linkageId}?isTemplate=true&resourceIdentifier=transactiontemplateEMPTY
Move Partner from One Network to anotherPOST/rest/company/{partnerId}


Code Block
titleChange Partner Network
collapsetrue
{ "Company": { "partnerNetworks": [{ "id": 1 } ] } }


Convert Internal Partner to ExternalPOSTrest/company/enableSelfOnbaord


Code Block
collapsetrue
{ "partnerId" : "11529580510902", "firstName" : "Walmart", "lastName" : "Corporation", "userId" : "Walmart", "email" : "admin@walmart.com", "password" : "P@ssw0rd" }


Convert Internal Partner to External PartnerPOSTrest/users/import

Multipart Request

ContentType : multipart/form-data

form-data Part1 :

  • name : csvFile
  • value : csv file containing user information

form-data Part2:

  • name : isPartner
  • value : true

 

 

 

 

APIs for Managing Transaction

OperationMethodAPI EndpointExample Request Payload
Create TransactionPOST/rest/transaction


Code Block
titleCreate Transaction
collapsetrue
{ "Transaction": { "entityName": "Data Transaction", "description": "To transfer benefits data.", "templateId": "1111111111100" } }


Create Transaction with ParametersPOST/rest/transaction


Code Block
titleCreate Transaction with Parameters
collapsetrue
{ "Transaction": { "entityName": "Data Transaction", "description": "To transfer benefits data.", "templateId": "547658658658658", "variableInfo": "{\"param1\" : \"value1\",\"param2\":\"value2\"}" } }


Update TransactionPUT/rest/transaction/{transactionId}


Code Block
titleUpdate Transaction
collapsetrue
{ "Transaction": { "description": "To transfer benefits data from xml file.", } }


Update Transaction ParametersPUT/rest/transaction/{transactionId}


Code Block
titleUpdate Transaction Parameters
collapsetrue
{ "Transaction": { "variableInfo": "{\"param1\" : \"value1\",\"param2\":\"value2\"}" } }


DELETEDELETE/rest/transaction/{transactionId}EMPTY


APIs for Managing Transaction for Custom Template 

OperationMethodAPI EndpointExample Request PayloadExample Response
Create TransactionPOST/rest/transaction


Code Block
titleCreate Transaction
collapsetrue
{
   "Transaction":{
      "entityName":"MM_TM_Payroll_Submit_File Transaction",
      "description":"To transfer benefits data.",
      "partner":{
         "id":11494913182612
      },
      "template":{
         "id":11572856933900
      },
      "status":601,
      "type":504,
      "direction":3200,
      "srcTrigger":"onformsubmit",
      "processType":700,
      "company":{
         "id":1
      },
      "contactUser":"james.paul@abc.com",
      "metadata":[
         {
            "activityId":"192168001115157614705356800011",
            "sequenceId":16,
            "sequenceType":"Mapping",
            "type":"DataMapping",
            "isUniqueName":false
         },
         {
            "activityId":"192168001115157614699843700010",
            "sequenceId":13,
            "sequenceType":"Schema",
            "type":"XMLSchema",
            "isUniqueName":false
         },
         {
            "activityId":"192168001115157614693311500006",
            "sequenceId":5,
            "sequenceType":"Schema",
            "type":"AdvanceTextSchema",
            "isUniqueName":false
         }
      ]
   }
}



To identify the sequence ID for each steps, it is recommended to run the below Get Step Info API.



Code Block
titleCreate Transaction
collapsetrue
{
   "Transaction":{
 	"id":"1234568,
     "entityName":"MM_TM_Payroll_Submit_File Transaction",
      "description":"To transfer benefits data.",
      "partner":{
         "id":11494913182612
      },
      "template":{
         "id":11572856933900
      },
      "status":601,
      "type":504,
      "direction":3200,
      "srcTrigger":"onformsubmit",
      "processType":700,
      "company":{
         "id":1
      },
      "contactUser":"james.paul@abc.com",
      "metadata":[
         {
            "activityId":"192168001115157614705356800011",
            "sequenceId":16,
            "sequenceType":"Mapping",
            "type":"DataMapping",
            "isUniqueName":false
         },
         {
            "activityId":"192168001115157614699843700010",
            "sequenceId":13,
            "sequenceType":"Schema",
            "type":"XMLSchema",
            "isUniqueName":false
         },
         {
            "activityId":"192168001115157614693311500006",
            "sequenceId":5,
            "sequenceType":"Schema",
            "type":"AdvanceTextSchema",
            "isUniqueName":false
         }
      ]
   }
}


Get Step InfoGET

/rest/transactiontemplate/getactivitiesinfo/

{templateId}/{processFlowId}


EMPTY


Code Block
titleGet Step Info
collapsetrue
[
   {
      "id":"010000000208153912375678500006",
      "name":"PK_Read_Input_Data",
      "type":"FtpSource",
      "baseType":"Source",
      "trigger":true,
      "action":false,
      "include":true,
      "label":"PK_Read_Input_Data",
      "serviceDisplayName":"Source",
      "triggerLayout":false,
      "actionLayout":false,
      "eventContextEnabled":true,
      "references":null,
      "sequenceId":1,
      "formType":"TEMPLATE"
   },
   {
      "id":"010000000208153912397741400010",
      "name":"PK_Excel_Schema_Src",
      "type":"TextSchema",
      "baseType":"SourceSchema",
      "trigger":false,
      "action":false,
      "include":true,
      "label":"PK_Excel_Schema_Src",
      "serviceDisplayName":"Source Layout",
      "triggerLayout":false,
      "actionLayout":false,
      "eventContextEnabled":false,
      "references":[
         {
            "id":"010000000208153912375678500006",
            "name":"PK_Read_Input_Data",
            "type":"FtpSource",
            "baseType":"Source",
            "trigger":true,
            "action":false,
            "include":true,
            "label":"PK_Read_Input_Data",
            "serviceDisplayName":"Source",
            "triggerLayout":false,
            "actionLayout":false,
            "eventContextEnabled":true,
            "references":null,
            "sequenceId":1,
            "formType":"TEMPLATE"
         }
      ],
      "sequenceId":2,
      "formType":"TEMPLATE"
   },
   {
      "id":"010000000208153912384088200008",
      "name":"PK_Write_Target_Data",
      "type":"FtpTarget",
      "baseType":"Target",
      "trigger":false,
      "action":true,
      "include":true,
      "label":"PK_Write_Target_Data",
      "serviceDisplayName":"Target",
      "triggerLayout":false,
      "actionLayout":false,
      "eventContextEnabled":false,
      "references":null,
      "sequenceId":3,
      "formType":"TEMPLATE"
   },
   {
      "id":"010000000208153912399192000012",
      "name":"PK_Excel_Schema_Target",
      "type":"TextSchema",
      "baseType":"TargetSchema",
      "trigger":false,
      "action":false,
      "include":true,
      "label":"PK_Excel_Schema_Target",
      "serviceDisplayName":"Target Layout",
      "triggerLayout":false,
      "
productVersion
actionLayout":
"2.9.2"
false,
      "
edition
eventContextEnabled":
"Enterprise"
false,
      "
installationDate
references":
"19 Oct, 2018",
[
         {
            "
expiryDate
id":"
8 Oct, 2019
010000000208153912384088200008",

     
"connectPortal":"2.9.2",
       "
connectServer
name":"
Release
PK_
AC
Write_
2_9_2_09Oct2018" } }View Connect Portal InfoGET/rest/applications/getTag Code Block
titleCreate Portal Information
collapsetrue
{
Target_Data",
            "
tag
type":"
UmVsZWFzZV9BQ19XZWJfMl85XzNfMzFKYW4yMDE5X0FDXzJfOV8zXzMxSmFuMjAxOQ==
FtpTarget",
            "
acTag
baseType":
"Release_AC_Web_2_9_2_09Oct2018_AC_2_9_2_09Oct2018" }

 

APIs for Managing Partners

OperationMethodAPI EndpointExample Payload
Create PartnerPOST/rest/company
Code Block
titleCreate Partner
collapsetrue
{
	"Company": {
		"name": "Wallgreens",
		"partnerNetworks": [{
			"id": 1
		}
		"primaryContact": "admin@wallgreens.com",
		"phoneNumber": "2025550101",
		"address": "",
		"country": "",
		"status": 200,
		"enableSelfOnboard": false,
		"spokeCompany": false
	}
}

 

 

Update PartnerPUT/rest/company/{partnerId}
Code Block
titleUpdate Partner
collapsetrue
{
	"Company": {
		"name": "Walmart Corporate"
	}
}
Delete PartnerDELETE/rest/company/{partnerId}EMPTY
Update Partner ParametersPUT/rest/company/{partnerId}
Code Block
titleUpdate Partner Parameters
collapsetrue
{
	"Company": {
		"partnerParameter": [{
			"id": "-0",
			"paramId": {
				"id": "11518430417328"
			},
			"value": "Purchase Order"
		},
		{
			"id": "-1",
			"paramId": {
				"id": "11518430417329"
			},
			"value": "c"
		}]
}
Grant all Templates Access to PartnerPOSTrest/templatepartnerlinkage
Code Block
titleGrant Access to Partner
collapsetrue
{
	"TemplatePartnerLinkage": {
		"partner": {
			"id": 11535091945351
		}
	}
}
Revoke all Templates Access to PartnerDELETErest/templatepartnerlinkage/{partnerId}

 

EMPTY

Grant a Template Access to PartnerPOSTrest/templatepartnerlinkage?isTemplate=true
Code Block
titleGrant Access to Particular Template
collapsetrue
{
	"TemplatePartnerLinkage": {
		"partner": {
			"id": 11535091945351
		},
		"transactionTemplate": {
			"id": 11535091945352
		}
	}
}
Revoke Template Access from PartnerDELETErest/templatepartnerlinkage/{LinkageId}?isTemplate=trueEMPTY
Move Partner from One Network to anotherPOST/rest/company/{partnerId}
Code Block
titleChange Partner Network
collapsetrue
{
	"Company": {
		"partnerNetworks": [{
			"id": 1
		}
		]
	}
}
Convert Internal Partner to ExternalPOSTrest/company/enableSelfOnbaord
Code Block
collapsetrue
{
"partnerId" : "11529580510902",
"firstName" : "Walmart",
"lastName" : "Corporation",
"userId" : "Walmart",
"email" : "admin@walmart.com",
"password" : "P@ssw0rd"
}
Convert Internal Partner to External API 2POSTrest/users/import

Multipart Request

ContentType : multipart/form-data

form-data Part1 :

  • name : csvFile
  • value : csv file containing user information

form-data Part2:

  • name : isPartner
  • value : true

 

 

 

 

...

"Target",
            "trigger":false,
            "action":true,
            "include":true,
            "label":"PK_Write_Target_Data",
            "serviceDisplayName":"Target",
            "triggerLayout":false,
            "actionLayout":false,
            "eventContextEnabled":false,
            "references":null,
            "sequenceId":3,
            "formType":"TEMPLATE"
         }
      ],
      "sequenceId":4,
      "formType":"TEMPLATE"
   },
   {
      "id":"010000000208153912414793100013",
      "name":"PK_Mapping",
      "type":"DataMapping",
      "baseType":"DataMapping",
      "trigger":false,
      "action":false,
      "include":true,
      "label":"Mapping",
      "serviceDisplayName":"Mapping",
      "triggerLayout":false,
      "actionLayout":false,
      "eventContextEnabled":false,
      "references":null,
      "sequenceId":5,
      "formType":"TEMPLATE"
   }
]



APIs for Managing Schema and Mapping

OperationMethodAPI EndpointExample Request Payload
Create TransactionPOST/rest/transaction
Code Block
titleCreate Transaction
collapsetrue
{
	"Transaction": {
		"entityName": "Data Transaction",
		"description": "To transfer benefits data.",
		"templateId": "1111111111100"
	}
}
Create Transaction with ParametersPOST/rest/transaction
Code Block
titleCreate Transaction with Parameters
collapsetrue
{
	"Transaction": {
		"entityName": "Data Transaction",
		"description": "To transfer benefits data.",
		"templateId": "547658658658658",
		"variableInfo": "{\"param1\" : \"value1\",\"param2\":\"value2\"}"
	}
}
Update TransactionPUT/rest/transaction/{transactionId}
Code Block
titleUpdate Transaction
collapsetrue
{
	"Transaction": {
		"description": "To transfer benefits data from xml file.",
	}
}
Update Transaction ParametersPUT/rest/transaction/{transactionId}
Code Block
titleUpdate Transaction Parameters
collapsetrue
{
	"Transaction": {
		"variableInfo": "{\"param1\" : \"value1\",\"param2\":\"value2\"}"
	}
}
DELETEDELETE/rest/transaction/{transactionId}EMPTY

...

and Notes
Get all Schema and Mapping activities available to Partner GET /rest/activities/{partnerId}

 By default this endpoint lists all the activities available to partner.

To retrieve specific activities pass the comma separated service name query parameter as below

?services=TextSchema,ExcelSchema

Valid Service Names are

  • TextSchema
  • ExcelSchema
  • AdvanceTextSchema
  • PositionalSchema
  • AdvancePositionalSchema
  • XMLSchema
  • JSONSchema
  • EDISchema
  • DataMapping

By default all the available fields of all activities are returned in response. To limit the number of fields and to get specific fields pass the "fields" query param and pass the comma separated field names as below

?fields=id,entityName


Note:

Only those activities will be returned in response to which the requesting user is authorized to view as per permission settings.

Admin will get all activities.

 

Get all Schema and Mapping activities used by Partner in Transactions of a particular TemplateGET /rest/activities/{partnerId}/{templateId}

By default this endpoint lists all the activities used by partner for a particular template.

To retrieve specific activities pass the comma separated service name query parameter as below

?services=TextSchema,ExcelSchema (See above the list of valid service Names)

 

By default all the available fields of all activities are returned in response. To limit the number of fields and to get specific fields pass the "fields" query param and pass the comma separated field names as below

?fields=id,entityName


 

APIs for Viewing Product Information

and Notes activities/{partnerId}

 By default this endpoint lists all the activities available to partner.

To retrieve specific activities pass the comma separated service name query parameter as below

?services=TextSchema,ExcelSchema

Valid Service Names are

  • TextSchema
  • ExcelSchema
  • AdvanceTextSchema
  • PositionalSchema
  • AdvancePositionalSchema
  • XMLSchema
  • JSONSchema
  • EDISchema
  • DataMapping

By default all the available fields of all activities are returned in response. To limit the number of fields and to get specific fields pass the "fields" query param and pass the comma separated field names as below

?fields=id,entityName

Note:

Only those activities will be returned in response to which the requesting user is authorized to view as per permission settings.

Admin will get all activities.

 

By default this endpoint lists all the activities used by partner for a particular template.

To retrieve specific activities pass the comma separated service name query parameter as below

?services=TextSchema,ExcelSchema (See above the list of valid service Names)

 

By default all the available fields of all activities are returned in response. To limit the number of fields and to get specific fields pass the "fields" query param and pass the comma separated field names as below

?fields=id,entityName

 
OperationMethodAPI EndpointExample Get all Schema and Mapping activities available to Partner GETResponse
View Connect Server (Developer Suite) InfoGET

/rest/

Get all Schema and Mapping activities used by Partner in Transactions of a particular TemplateGET /rest/activities/{partnerId}/{templateId}

fetchproperties/aboutinformation


Code Block
titleConnect Server Information
collapsetrue
{ "aboutInformation":{ "productName":"Adeptia Connect", "productVersion":"2.9.2", "edition":"Enterprise", "installationDate":"19 Oct, 2018", "expiryDate":"8 Oct, 2019", "connectPortal":"2.9.2", "connectServer":"Release_AC_2_9_2_09Oct2018" } }


View Connect Portal InfoGET/rest/applications/getTag


Code Block
titleConnect Portal Information
collapsetrue
{ "tag":"UmVsZWFzZV9BQ19XZWJfMl85XzNfMzFKYW4yMDE5X0FDXzJfOV8zXzMxSmFuMjAxOQ==", "acTag":"Release_AC_Web_2_9_2_09Oct2018_AC_2_9_2_09Oct2018" }


Known Issues with API

These are the issues which occur while updating Partner Parameters:

...